Infinity Natural Resources - CL

Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus across all major financial metrics, driven by a 44% YoY surge in Institutional Securities revenue. Diluted EPS of $3.46 outperformed the $1.07 consensus by 223.36%, while net revenue of $21.3B came in substantially higher than expected. The performance was anchored by a 69% increase in Equity trading and $148B in net new assets in Wealth Management. Management signaled strong confidence by raising the quarterly dividend to $1.15 and authorizing a new $20B share repurchase program.